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View downloadsFinance scenario: Update a guidance document
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Reduce spending
Risk management
Value benefit
Cost savings
Employee experience
Using Copilot to update a guidance document
1. Get meeting insights
Review meeting details to determine the changes to be made in the RFx document.
Copilot in Teams
In Meeting Recap, review meeting #Topics to quickly locate the relevant details for your document updates.
2. Ask questions
Use Copilot to locate the latest RFx document that needs updating based on the stakeholder request.
Copilot2
Locate the latest RFx document created by your team in the last week.
3. Analyze financial impact
Adjust your financial model to confirm the expected change in costs and review where it exceeds your thresh hold.
Copilot in Excel
Highlight the cells yellow where the “adjusted expected spend” exceeds $10,000.
4. Efficient document updates
Rewrite the relevant document sections that need updating based on the new RFx information.
Copilot in Word
Summarize the updated sections into a few bullet points. This will be added with your Microsoft Excel chart in an email to the stakeholder.
5. Request feedback
Draft and send an email to your stakeholder summarizing the changes.
Copilot in Outlook
Use Coaching by Copilot: write an email to my stakeholder outlining the updates, gain alignment, and offer a meeting to discuss.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”
